Charla Misse, CRPC®, MBA

Charla Misse offers clients her knowledge in strategic planning and portfolio management with a focus on building, protecting, and distributing wealth in a tax efficient manner.  With twenty years’ experience developing specialized solutions, Charla cherishes the opportunity to directly make a positive difference in people’s lives.

Charla has been repeatedly recognized for excellence in her formal education, professional career, and volunteer service activities.  She earned her B.S. in Chemical Engineering from Carnegie Mellon University and her M.B.A. in Finance from The College of William & Mary.  She has performed in high level advisory positions throughout her career and is now an Investment Advisor Representative with LPL Financial.  Earning exceptionally high scores on her accrediting exams, she holds the Chartered Retirement Planning Counselor (CRPC®) designation. 

Charla is a contributing writer for The Clarion Herald and NOLA Catholic Parenting.  Outside of work, she most enjoys spending time with family, exercising in the outdoors, and baking for loved one.

Daniel Misse and Charla Misse are Registered Representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Strategic Wealth Advisors Group, Inc., a Registered Investment Advisor.  Strategic Wealth Advisors Group, LLC and Misse Wealth Management are separate entities from LPL Financial.